Position in WFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$375,882
-$123,129 QoQ
Shares Held
5,553
-27.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 167 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026SEI INVESTMENTS CO holds $57,719,936 across 4 Lumber & Wood Production names. WFG ranks #4 (0.7% of the industry book) .
All Filings in WFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,882 | 5,553 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $499,011 | 7,643 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $439,380 | 7,190 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $345,405 | 5,081 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $291,367 | 3,975 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,055 | 3,263 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $265,102 | 3,063 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||